Advanced CRM

Advanced CRM

I would be willing to pay someone to develop a Zoho Creator solution to this and it would require some phone time to explain and detail the problem.


Problem: I have a dataset (in excel) of about 300 records that needs to be tamed into a workable solution

 

Issue: Two lists - Some overlapping memebers

We have a mailing list that includes members that have contact information including addresses and emails.

 

Some members are unique to each list, and others exist within both lists.

 

There are members of each group and then folks that are support staff to true Members - this needs to be sorted out

 

Solution:

1.

I would like to be able to update\add\delete members of each list and have them update globally (across both lists)

 

2.

I would like to have specific mailing lists for each group such as "Group 1, List 1, Emails" and "Group 1, List 2, Emails" where the output is an email list formatted in a way of my choosing.